Administrator - Client Service (Sales)

1. Render client services? Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries? Update client personal details and AIMS notes? Provide correct and accurate advice to clients on products and services (TCF)? Inform clients and update changes to their policy (TCF)? Liaise with relevant departments to gather information to resolve clients' queries? Maintain required business retention rate? Handle all complaints and enquiries ? Escalate complaints to Office Manager and Complaints Handling Officer ? Follow complaints procedure ? Handle all incoming calls and walk-in clients2. Administrate Claims ? Verify claims documents as per standard procedure ? Assist clients with the completion of claim forms? Submit all claims received to Head office ? Submit any outstanding documentation as per Head Office request ? Keep claims register up to date3. Advise clients on cancelations ? Advise the client of the process and disadvantages of cancelation ? Retain the policy by proposing different options (loan, partial surrender paid up)? Inform relevant Sales Manager of the intended cancelation for retention? As per clients request follow the standard cancelation procedure4. Documentation and filing procedures? Keep record systems up to date ? File and keep documentation for a period as required by the legislation